DFA Regional Conference

20 August 2014: Greg Schiffli represented OTWP at the 2015 Dimensional Fund Advisors Regional Conference in Indianapolis, Indiana, at the JW Marriott. The event, featured a variety of speakers from DFA, best practice sharing, and learning opportunities.

Indiana Investment Advisor Conference

29 April 2014: Greg Schiffli represented OTWP at the 2015 Indiana Secretary of State's Investment Advisor Conference in Muncie, Indiana, at the campus of Ball State University. The event, featured an overview of the Office of the Secretary of State, a securities update on crowdfunding and information on investment advisor examinations.

"The Current Market Aftershock"Using an illustrated timeline, David Booth chronicles US stock market performance in four periods since World War II. His review suggests prevailing market sentiment is often wrong and that investors must stay disciplined through all market environments to pursue their long-term goals.

"The Economics Of Fiscal Deficits"Many investors are concerned that rising government debt will stunt economic growth and hamper market returns. Marlena Lee examines historical data to test the relationships between fiscal deficits, interest rates, business activity, investment returns, and exchange rates. Her conclusions may surprise investors who are pessimistic about future market performance.

"Father of Modern Finance Weighs In"- U. of Chicago finance professor Eugene Fama, widely known as the "father of modern finance," discusses whether the government is the biggest risk to economic recovery.

"Why Dimensional"- Dimensional brings financial science to the practical world of investing.

"Behavioral Biases"- Research indicates that humans are not naturally wired for prudent, long-term investing.

Investment Management

Analysis of current investment portfolio to determine opportunities based on the numerous factors associated with the client’s “world” – strengths, weaknesses, and recommendations for improvement in respect to risk, return, time horizon, cost structure, tax implications, diversification, and asset class allocation.

Form an Investment Policy Statement that provides a global framework for implementing a tailored OTWP designed investment portfolio.

Agree to transition and implementation of OTWP plan

Ongoing the investment portfolio is monitored, evaluated, and rebalanced as necessary.

Clients can review their portfolios at any time via secure 24/7 access to their accounts in the OTWP client portal.

Communication is driven by the expectations and desires of the client, but all clients receive quarterly statements summarizing the status of the investment portfolio.

OTWP will also continuously review opportunities for new component strategies or investments that may benefit the comprehensive plan

Financial Planning

Simplified, financial planning takes a broad view at how clients are progressing in life towards meeting their expectations

Clients indicate where they are today and what their actual goals are for the rest of their lives

Clients receive a comprehensive analysis that indicates current path goal attainment projections as well as recommendations to meet every goal. Unlike many financial planning processes and reports, the OTWP process is goal-oriented versus cash-based, flexible and dynamic, easy to understand and most importantly, very actionable.

OTWP always recommends the utilization of specific experts if necessary in the vast arena of financial complexity. Thus, CPAs, estate attorneys, tax advisors, insurance specialists and others may be required and are encouraged when situations dictate. OTWP simply wants to quarterback the financial planning process for clients

The result is confidence in what the future holds and a clear understanding of the big picture.

On Target Wealth Partners has assembled a Best-In-Class group of technology alliances that offer clients a comprehensive wealth management and financial planning package with all the capabilities, functionality and security found at large, national firms. Yet, OTWP adds the refreshing component of independence, fee-only structure and exceptional customer service in one package.